From Our “Ask a Question” Mailbag: “Reasons to Request a Formal Accounting From a Burlington County, Personal Representative.” What Are Examples of When to Request a Formal Accounting From a Burlington County Executor: Reasons to Request a Burlington County Formal Accounting: Suspected Estate Asset Mismanagement. Mrs. Moorestown named her daughter, Florence, […]
From Our “Ask a Question” Mailbag: “When should I have a Will?” Examples Answering the Question When Should I Have a Will?: I find that the best way to learn about a new subject is through examples. In this blog, I am posting a few examples that hopefully will help […]
Estate Planning Lawyer Allentown, PA A trust is a written agreement that lists the rules for how a person wants his or her property to be distributed after passing on. Those who have never written a trust before may have no idea where to begin. If a person were to […]
Probate Lawyer Cherry Hill, NJ If you do not have a living trust, your heirs will likely have to probate your assets following your death. The probate process varies by state, but is mandatory when only a will is left, or nothing at all, and it can be helpful to […]
From Our “Ask a Question” Mailbag: “Can you provide examples of Revocable Trusts being used successfully?” Examples of Revocable Trusts Being Used Successfully: To begin, I am assuming that you are somewhat familiar with Revocable Trusts. If you are not, or if you wish to refresh your memory, follow this […]
Estate Planning Lawyer Estate planning for an unmarried person, with no children, can be more complicated than a plan for a married couple, with children. The first challenge is helping the person understand the importance of estate planning. A single person with no dependents will often say, “who cares? I’ll […]
Every person should have an estate plan. No matter what you have, you earned it. An estate plan prevents your things from loss and waste. Regardless of your age, if you’re married, have kids or not, or your income status. An estate plan provides a structured, organized method for where your […]
While it may seem like a morbid topic to discuss, estate planning is actually one of the most important things you can do to make sure your property and wealth are used in the way you intended them to be used after you pass away. An estate plan ensures that […]
Estate Attorney It is an honor to be named a loved one’s successor Trustee. As the name implies, you’ve been given a position of trust and responsibility, and it means that your loved one thinks highly of your skill and ability, not to mention your integrity. So, what does a successor […]
From Our “Ask a Question” Mailbag: “Can you provide SLAT Examples?” Spousal Limited Access Trust SLAT Examples: Planning for Retirement. Mr. and Mrs. Philadelphia each have amassed $250K earmarked for their retirement. They are concerned about asset protection planning and want to a plan to provide shelter for the assets. […]
